Corient Private Wealth
AFG icon

Corient Private Wealth’s American Financial Group AFG Stock Holding History

Corient Private Wealth’s Portfolio AFG Stock Details AFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$964K Sell
6,891
-21,295
-76% -$2.82M ﹤0.01% 1842
2026
Q1 		$3.6M Buy
28,186
+3,148
+13% +$409K 0.01% 972
2025
Q4 		$3.42M Sell
25,038
-84
-0.3% -$11.5K ﹤0.01% 913
2025
Q3 		$3.66M Sell
25,122
-2,029
-7% -$269K 0.01% 826
2025
Q2 		$3.43M Sell
27,151
-454
-2% -$56.8K ﹤0.01% 829
2025
Q1 		$3.63M Sell
27,605
-1,151
-4% -$149K 0.01% 782
2024
Q4 		$3.94M Sell
28,756
-64
-0.2% -$8.81K 0.01% 769
2024
Q3 		$3.88M Sell
28,820
-250
-0.9% -$32.4K 0.01% 832
2024
Q2 		$3.58M Buy
29,070
+777
+3% +$100K 0.01% 808
2024
Q1 		$3.86M Buy
28,293
+2,464
+10% +$307K 0.01% 781
2023
Q4 		$3.07M Sell
25,829
-344
-1% -$38.8K 0.01% 841
2023
Q3 		$2.92M Buy
26,173
+500
+2% +$57.7K 0.01% 784
2023
Q2 		$3.05M Sell
25,673
-193
-0.7% -$22.7K 0.01% 769
2023
Q1 		$3.14M Sell
25,866
-1,129
-4% -$149K 0.01% 712
2022
Q4 		$3.71M Buy
+26,995
New +$3.7M 0.01% 564

Other funds holding AFG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
AFGI4KRSP
American Financial Group Inc 401(K) Retirement & Savings Plan Cincinnati, Ohio $314M AUM 10.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Corient Private Wealth's AFG Position: Q2 2026 in Review

Corient Private Wealth reduced its American Financial Group (AFG) stake by 76% in Q2 2026, selling an estimated $2.82M and leaving 6,891 shares worth $964K. The position accounts for ﹤0.01% of the portfolio, ranked #1842.

Corient Private Wealth first reported a position in AFG in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.94M in Q4 2024. 517 funds tracked by Wall St. Rank hold AFG as of Q2 2026.

  • Corient Private Wealth held 6,891 shares of American Financial Group worth $964K as of Q2 2026.
  • Corient Private Wealth sold 21,295 American Financial Group shares in Q2 2026, an estimated $2.82M.
  • American Financial Group made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1842 holding.
  • Corient Private Wealth first reported a position in American Financial Group in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's American Financial Group position peaked at $3.94M in Q4 2024.
  • 517 funds tracked by Wall St. Rank held American Financial Group as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.